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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,730 | $90,590+151.4% | $90,782+150.9% | $135,382+68.2% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -4.93% | -3.40%-1.5pp | -3.42%-1.5pp | 519.77%-524.7pp |
| Employer contribution / active EE | $0 | $4,352-100.0% | $4,105-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $11,080 | $5,407+104.9% | $5,366+106.5% | $5,609+97.5% |
| Admin fee / account holder | $3,198 | $7,683-58.4% | $5,908-45.9% | $10,829-70.5% |